Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,886 |
FINANCIAL ENGINES9 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $35,218 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,544 | $89,123-37.7% | $102,460-45.8% | $77,762-28.6% |
| Participation rate | 89.8% | 80.9%+8.9pp | 76.5%+13.3pp | 70.6%+19.2pp |
| Annual return | 13.53% | 25.05%-11.5pp | 29.47%-15.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,828 | $2,700-32.3% | $3,025-39.6% | $2,728-33.0% |
| Participant deferral / active EE | $3,213 | $5,148-37.6% | $5,056-36.5% | $4,651-30.9% |
| Admin fee / account holder | $181 | $236-23.1% | $9,460-98.1% | $433-58.1% |